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Visa
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Overview Fund Activity

2,424 hedge funds and large institutions have $278B invested in Visa in 2019 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 969 increasing their positions, 1,056 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,424
Holders Change
+44
Holders Change %
+1.85%
% of All Funds
53.24%
Holding in Top 10
550
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-3.17%
% of All Funds
12.08%
New
119
Increased
969
Reduced
1,056
Closed
59
Calls
$3.23B
Puts
$3.75B
Net Calls
-$516M
Net Calls Change
-$514M

Top Buyers

1
BlackRock
BlackRock
New York
+$393M
2
Victory Capital Management
Victory Capital Management
Texas
+$391M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$333M
4
Capital International Investors
Capital International Investors
California
+$316M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$244M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$903M
2
USAA
United Services Automobile Association
Texas
-$472M
3
Capital World Investors
Capital World Investors
California
-$466M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$275M
5
Artisan Partners
Artisan Partners
Wisconsin
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
1351
Wexford Capital
Florida
$2.56M +$488K +2,839 +24%
KFC
1352
Klingenstein Fields & Co
New York
$2.52M +$4.13K +24 +0.2%
AWM
1353
Altium Wealth Management
New York
$2.51M +$195K +1,134 +8%
FPS
1354
Fieldpoint Private Securities
Connecticut
$2.51M -$385K -2,239 -13%
AOWM
1355
Alpha Omega Wealth Management
Virginia
$2.51M +$2.49M +13,918 +14,651%
WSCM
1356
Wellington Shields Capital Management
New York
$2.5M +$176K +1,025 +8%
IWC
1357
Integrated Wealth Concepts
Massachusetts
$2.48M +$45.6K +265 +2%
BFA
1358
Benedict Financial Advisors
Georgia
$2.48M -$94.3K -548 -4%
AT
1359
Arden Trust
Delaware
$2.46M -$45.9K -267 -2%
ST
1360
Smithfield Trust
Pennsylvania
$2.46M +$86.9K +505 +4%
PIM
1361
Profit Investment Management
Maryland
$2.46M – – –
CB
1362
Cadence Bank
Mississippi
$2.45M – – –
JCM
1363
Jacobi Capital Management
Pennsylvania
$2.44M +$465K +2,694 +23%
BAM
1364
Belpointe Asset Management
Nevada
$2.44M +$395K +2,296 +19%
BCWM
1365
Bartlett & Co Wealth Management
Ohio
$2.43M +$1.71M +9,926 +237%
BC
1366
Bartlett & Co
Ohio
$2.43M +$1.71M +9,926 +237%
SB
1367
Simmons Bank
Arkansas
$2.42M +$56.8K +330 +2%
HCM
1368
Harvey Capital Management
Florida
$2.42M -$953K -5,545 -28%
CI
1369
CX Institutional
Indiana
$2.41M +$1.9M +11,049 +371%
LSV Asset Management
1370
LSV Asset Management
Illinois
$2.41M -$68.8K -400 -3%
PBT
1371
Pictet Bank & Trust
Bahamas
$2.41M +$193K +1,120 +9%
MSAM
1372
Moloney Securities Asset Management
Missouri
$2.4M +$11.5K +67 +0.5%
MIH
1373
Meitav Investment House
Israel
$2.39M +$182K +1,037 +8%
RCA
1374
Rowland Carmichael Advisors
Arizona
$2.38M -$587K -3,413 -20%
ESB
1375
Essex Savings Bank
Connecticut
$2.38M -$629K -3,656 -21%
53 54
55
56 57